Features & How-To
    3 min read

    Calendar Sync Setup

    Sync your activities with Google Calendar

    Calendar Sync Setup

    Keep your sales activities synchronized with Google Calendar.

    Connecting Google Calendar

  1. Go to Settings → Integrations
  2. Find Google Calendar
  3. Click "Connect"
  4. Sign in and authorize access
  5. Choose which calendars to sync
  6. What Syncs?

    SalesOS ActivityGoogle Calendar
    Meetings✅ Syncs both ways
    Calls✅ Syncs both ways
    Tasks✅ One-way (SalesOS → Google)
    Follow-ups✅ One-way (SalesOS → Google)

    Creating Synced Events

  7. Create an activity in SalesOS
  8. Select "Add to Calendar"
  9. Activity appears in Google Calendar
  10. Changes sync automatically
  11. Calendar View in SalesOS

  12. Access from Calendar in sidebar
  13. See all activities in day/week/month view
  14. Drag to reschedule
  15. Click to view details
  16. Troubleshooting

  17. Events not syncing? Re-authorize the connection
  18. Duplicates? Check you haven't added manually
  19. Wrong calendar? Update calendar selection in Settings
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